What are the benefits of Diversifying my Investments?

by Jeff Talarico on
Categories

 

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment...

Intro

With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused by the COVID-19 crisis feels like a new beast entirely. In many ways, the US’ economy has been turned upside-down by this infectious...

Investment Tips for All Seasons

by Jeff Talarico on
Categories

Intro

If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point, you may be making plans to diversify your portfolio or research a more complex investment strategy. But in reality, you should be using...

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified. The current market uncertainty caused by COVID-19 is a perfect example of why diversification is so important...

If the Coronavirus’ effect on the markets has taught us anything, it’s that every single person reading this should start the process of creating an emergency fund. This is not just an idea, nor is it a savings account, but rather, it is a separate pool of money to only use in emergencies. So, how...

Investing in the Wake of COVID-19

by Jeff Talarico on

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the rapid sell-offs in early-mid March. But now that the sudden...

Building a portfolio that can handle market volatility amid the Coronavirus  

With Coronavirus worries creating rapid changes in the markets, your portfolio construction can be the difference between continued growth or difficult losses. The markets will ebb and flow, but the secret to quality...

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you...

Navigating a Financial Crisis

by Jeff Talarico on

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most...

How do I save for a goal?

by Jeff Talarico on

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it  — stick to the plan.

Specific goals are important, so be sure to...

Earning an income comes with taxes, and your investment income is no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an...